Start here
1
Connect your email and calendar
Go to Settings → Email & Calendar and continue with Google or Microsoft authentication.Parley links your emails and calendar to your matters, drafts your replies, and takes notes in your meetings.Only you can see the email content Parley syncs, unless you choose to share it with your team. See Email and calendar for the visibility options.
Emails organized by matter
Emails sort themselves into the right matter, so Parley can draft and research from your full client history.
Auto drafted emails in your inbox
Every email that needs a reply gets a draft written in your tone, ready for you to review and send.
Meeting recordings
A notetaker joins your external meetings to record, transcribe, and capture the highlights automatically.
2
Import your data
Bring your firm’s case history. Your spreadsheet full of dates you need to track. Your case management system’s companies, contacts, tasks, matters, and notes.You can add all of it to Parley directly through the Agent.Parley has an import-data Skill that handles migrations agentically. It reads what you give it, creates the records, and builds custom fields on your behalf to match how your team already works.This is the path off your existing case management system. See Parley Agent for the detail.
3
Create Skills
Skills are reusable prompts and examples that apply to your work in Parley.Start with your firm: your role, your practice area, and uploaded letterhead and formatting examples for the Parley Agent to leverage. That single Skill improves everything Parley produces afterward.Then focus on key work products: particular filings, cover letters, contract playbooks, or court filing procedures. Upload a sample and Parley writes the Skill for you, then applies it automatically to your work. See Skills.